NowCerts Momentum – Release Notes
♦ Agent Charges – Insert / Edit.
♦ Interactive Reports – KPI – Quotes Agent Rate.
♦ Interactive Reports – Tasks By Location.
♦ Agency Overview – Added New Tab – Origin.
♦ Policy / Quotes Details – display all insured items in a separate grid below the normal one (for vehicles, drivers, properties).
♦ Insureds / Prospects List – Ability to search by Type of Business ‘Not Assigned’.
♦ Finance Agreements – Added new search filter – Finance Company.
♦ Loss Runs Requests – Added new available columns – Create Date and Change Date.
♦ Birthday Workflow – Enhanced the workflow to allow any contact, regardless of their Primary status, to Enroll in the Birthday workflow.
♦ Contact Type Filter – With this update, users now have the ability to filter contacts based on their contact type.